Partner Insights
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Is there a magic formula when buying or selling an advice business?
Wealth Holdings’ Acquisition Manager, Kayleigh Fox, has been talking to Brandon Russell about her career and the subtleties which enable effective exit…
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Investing in AIM shares within an ISA for IHT planning
Investing in Alternative Investment Market (AIM) listed shares in an ISA can make them fully tax efficient while forming part of a…
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EXCLUSIVE: The growth opportunities and risks of tax-efficient investments, according to industry experts
As we approach a busy period with tax year end, we at GBI Magazine have spoken to a host of industry experts…
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Our platform, your springboard – the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs…
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Markets in action – learning from the past, planning for the future
How can past market events shape future thinking? Two IFAs and one fund manager came together to discuss the investment opportunities and…
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Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
In the second part of this exclusive interview series with GBI Magazine (click here to read the first part), Jenson Funding Partners’…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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Are business relief qualifying investments just for IHT planning?
After we delved into EIS and VCTs in previous editions, we now turn our stare to BR qualifying assets. We take a…
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Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
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Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit…
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